Global Head of Fixed Income Jim Cielinski and Alex Crooke, Co-Head of Equities – EMEA and Asia Pacific, discuss why a straightforward income strategy may make sense for investors now.
Jenna Barnard, Co-Head of Strategic Fixed Income, explains how the persistence of interest rate divergence remains central to the team’s thinking on the outlook for the bond markets.
For traditional fixed income investors, much of the last 30 years have been nirvana; the 1980s began with double-digit interest rates that have steadily fallen, creating large amounts of bond [...]
In the last of a four-part series on investing in global sovereign debt markets, Portfolio Manager Ryan Myerberg discusses opportunities to find value.
Global Viewpoints: Sovereign Debt – U.S. Dollar Rally Drives Global Risk, Puts Pressure on Emerging MarketsRyan Myerberg
The biggest driver of risk globally is movement in the U.S. dollar, especially for emerging markets, says Portfolio Manager Ryan Myerberg.
As bond investors looking for opportunities to invest across developed economies, for a number of years our primary perspective has been one of divergence. Global growth has appeared increasingly [...]
In the second of a four-part series, Portfolio Manager Ryan Myerberg outlines expectations for monetary policy at the European Central Bank and Bank of Japan. While the European Central Bank has [...]
In the first of a four-part series, Portfolio Manager Ryan Myerberg outlines why a benign backdrop of accelerating economic growth and target-level inflation leaves the U.S. Federal Reserve [...]
Dan Siluk and Jason England of the Janus Henderson Global Bonds Team discuss the diverging prospects of different points of the Treasuries curve. Investors can now earn positive real yields on [...]